NewEdge Advisors, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$16.6B
Holdings
3,902
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,902 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,415,121 | $604.8B | 3634.31% | |
| 2 | IVVISHARES TR | 822,886 | $484.4B | 2910.93% | |
| 3 | NVDANVIDIA CORPORATION | 3,043,850 | $399.5B | 2400.93% | |
| 4 | MSFTMICROSOFT CORP | 924,536 | $389.7B | 2341.73% | |
| 5 | SPYSPDR S&P 500 ETF TR | 658,604 | $316.2B | 1899.84% | |
| 6 | AMZNAMAZON COM INC | 1,247,668 | $273.7B | 1644.86% | |
| 7 | VOOVANGUARD INDEX FDS | 486,563 | $262.2B | 1575.39% | |
| 8 | AVGOBROADCOM INC | 1,004,411 | $232.9B | 1399.31% | |
| 9 | IVWISHARES TR | 1,857,847 | $188.6B | 1133.49% | |
| 10 | QUALISHARES TR | 957,359 | $170.5B | 1024.48% | |
| 11 | VUGVANGUARD INDEX FDS | 409,440 | $168.1B | 1009.84% | |
| 12 | JPMJPMORGAN CHASE & CO. | 643,658 | $154.3B | 927.16% | |
| 13 | DYNFBLACKROCK ETF TRUST | 2,986,856 | $153.1B | 919.86% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 4,410,112 | $152.5B | 916.67% | |
| 15 | VTVVANGUARD INDEX FDS | 868,337 | $147.0B | 883.40% | |
| 16 | SPYMSPDR SER TR | 2,099,841 | $144.8B | 869.90% | |
| 17 | IUSBISHARES TR | 2,843,715 | $128.5B | 772.39% | |
| 18 | VVISA INC | 375,786 | $118.8B | 713.67% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 257,386 | $116.7B | 701.08% | |
| 20 | METAMETA PLATFORMS INC | 195,574 | $114.5B | 688.11% | |
| 21 | TSLATESLA INC | 280,932 | $113.0B | 678.90% | |
| 22 | EFVISHARES TR | 2,144,814 | $112.5B | 676.26% | |
| 23 | NDQINVESCO QQQ TR | 245,451 | $112.1B | 673.48% | |
| 24 | GOOGALPHABET INC | 567,759 | $108.1B | 649.73% | |
| 25 | VTIVANGUARD INDEX FDS | 327,505 | $94.9B | 570.35% | |
| 26 | LLYELI LILLY & CO | 120,747 | $93.2B | 560.15% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 1,937,208 | $92.6B | 556.67% | |
| 28 | IVEISHARES TR | 483,082 | $92.2B | 554.11% | |
| 29 | GOOGLALPHABET INC | 482,100 | $91.3B | 548.41% | |
| 30 | ABBVABBVIE INC | 497,253 | $88.4B | 530.98% | |
| 31 | EFGISHARES TR | 884,259 | $85.6B | 514.52% | |
| 32 | ORCLORACLE CORP | 511,947 | $85.3B | 512.65% | |
| 33 | IYWISHARES TR | 526,572 | $84.0B | 504.76% | |
| 34 | WMTWALMART INC | 919,527 | $83.1B | 499.24% | |
| 35 | IWFISHARES TR | 201,423 | $80.9B | 486.07% | |
| 36 | AGGISHARES TR | 818,795 | $79.3B | 476.77% | |
| 37 | HDHOME DEPOT INC | 198,725 | $77.3B | 464.52% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 84,274 | $77.2B | 464.01% | |
| 39 | CVXCHEVRON CORP NEW | 530,701 | $76.9B | 461.90% | |
| 40 | VOVANGUARD INDEX FDS | 265,465 | $70.1B | 421.35% | |
| 41 | BLKBLACKROCK INC | 68,217 | $69.9B | 420.22% | |
| 42 | BNDVANGUARD BD INDEX FDS | 963,964 | $69.3B | 416.55% | |
| 43 | IJRISHARES TR | 601,241 | $69.3B | 416.28% | |
| 44 | PYLDPIMCO ETF TR | 2,665,476 | $69.1B | 415.17% | |
| 45 | XOMEXXON MOBIL CORP | 631,160 | $67.9B | 407.99% | |
| 46 | CATCATERPILLAR INC | 185,896 | $67.4B | 405.23% | |
| 47 | WFCWELLS FARGO CO NEW | 944,912 | $66.4B | 398.83% | |
| 48 | AQLTISHARES TR | 934,897 | $65.7B | 394.83% | |
| 49 | MBBISHARES TR | 686,274 | $62.9B | 378.08% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 124,327 | $62.9B | 377.93% | |
| 51 | VIGVANGUARD SPECIALIZED FUNDS | 319,956 | $62.7B | 376.52% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 275,024 | $60.5B | 363.30% | |
| 53 | FAIFIRST TR EXCHANGE-TRADED FD | 1,017,458 | $60.1B | 361.10% | |
| 54 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,955,523 | $59.6B | 358.05% | |
| 55 | ADPAUTOMATIC DATA PROCESSING IN | 195,169 | $57.1B | 343.31% | |
| 56 | BONDPIMCO ETF TR | 609,082 | $55.1B | 330.94% | |
| 57 | AJGGALLAGHER ARTHUR J & CO | 188,469 | $53.5B | 321.47% | |
| 58 | EMXCISHARES INC | 930,289 | $51.6B | 309.98% | |
| 59 | ABGCENCORA INC | 227,423 | $51.1B | 307.05% | |
| 60 | SAPSAP SE | 202,064 | $49.7B | 298.96% | |
| 61 | TMUST-MOBILE US INC | 222,104 | $49.0B | 294.60% | |
| 62 | TJXTJX COS INC NEW | 403,246 | $48.7B | 292.74% | |
| 63 | GQ9SPDR GOLD TR | 200,394 | $48.5B | 291.57% | |
| 64 | RDVYFIRST TR EXCHANGE-TRADED FD | 798,960 | $47.3B | 283.94% | |
| 65 | ITWILLINOIS TOOL WKS INC | 186,254 | $47.2B | 283.79% | |
| 66 | CGGRCAPITAL GROUP GROWTH ETF | 1,258,089 | $46.8B | 281.01% | |
| 67 | IBTGISHARES TR | 2,018,258 | $46.0B | 276.64% | |
| 68 | PLTRPALANTIR TECHNOLOGIES INC | 623,721 | $45.7B | 274.65% | |
| 69 | SPABSPDR SER TR | 1,824,435 | $45.6B | 273.97% | |
| 70 | PGPROCTER AND GAMBLE CO | 271,043 | $45.4B | 273.06% | |
| 71 | EMBDGLOBAL X FDS | 2,005,748 | $45.3B | 272.03% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 257,869 | $45.2B | 271.53% | |
| 73 | IWYISHARES TR | 189,905 | $44.7B | 268.48% | |
| 74 | VWOVANGUARD INTL EQUITY INDEX F | 992,886 | $43.7B | 262.76% | |
| 75 | TSCOTRACTOR SUPPLY CO | 807,931 | $42.9B | 257.61% | |
| 76 | JNJJOHNSON & JOHNSON | 295,396 | $42.7B | 256.71% | |
| 77 | DGRWWISDOMTREE TR | 526,825 | $42.6B | 256.21% | |
| 78 | PSAPUBLIC STORAGE OPER CO | 142,242 | $42.6B | 255.95% | |
| 79 | VBVANGUARD INDEX FDS | 176,553 | $42.4B | 254.92% | |
| 80 | NFLXNETFLIX INC | 46,984 | $41.9B | 251.65% | |
| 81 | MAMASTERCARD INCORPORATED | 78,640 | $41.4B | 248.84% | |
| 82 | USMVISHARES TR | 465,141 | $41.3B | 248.18% | |
| 83 | MRKMERCK & CO INC | 410,723 | $40.9B | 245.53% | |
| 84 | IWBISHARES TR | 125,000 | $40.3B | 241.99% | |
| 85 | PULSPGIM ETF TR | 803,452 | $39.8B | 239.23% | |
| 86 | AMATAPPLIED MATLS INC | 242,248 | $39.4B | 236.74% | |
| 87 | CGDGCAPITAL GROUP DIVIDEND VALUE | 1,116,667 | $39.4B | 236.60% | |
| 88 | DTEDTE ENERGY CO | 324,966 | $39.2B | 235.80% | |
| 89 | BINCBLACKROCK ETF TRUST II | 746,281 | $38.8B | 233.28% | |
| 90 | FPEIFIRST TR EXCH TRADED FD III | 2,040,509 | $38.2B | 229.30% | |
| 91 | DGCBDIMENSIONAL ETF TRUST | 725,258 | $38.1B | 229.24% | |
| 92 | CLCOLGATE PALMOLIVE CO | 415,168 | $37.7B | 226.80% | |
| 93 | MTUMISHARES TR | 181,940 | $37.6B | 226.23% | |
| 94 | IQLTISHARES TR | 988,801 | $36.7B | 220.56% | |
| 95 | VYMVANGUARD WHITEHALL FDS | 285,009 | $36.4B | 218.52% | |
| 96 | TLTISHARES TR | 415,675 | $36.3B | 218.14% | |
| 97 | MCDMCDONALDS CORP | 124,929 | $36.2B | 217.63% | |
| 98 | AQLTISHARES TR | 1,548,877 | $36.1B | 217.05% | |
| 99 | DGROISHARES TR | 588,502 | $36.1B | 216.92% | |
| 100 | AVYAVERY DENNISON CORP | 186,676 | $34.9B | 209.92% |
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